Step-by-Step Procedure

Create an Expense Report

A Report is required to properly account for expenses paid with Lodge Card or One Card and to reimburse the traveler for out of pocket expenses. All reports should be started from your approved request. Do not close or inactivate your requests until after the expense report has paid out.

Steps to Complete

1.) Log in to Concur using your Duck ID and password.
2.) From the top menu bar, navigate to Requests.

3.) Locate the Request associated with the trip you are reimbursing.
4.) In the “Action” column on the right, click on the blue “Expense” button.

If the Expense button is not visible, contact the Travel Office to activate. If your Request is not in the list, click on the blue View button and select All Requests.

5.) Report Header

Most fields will carry over from the Request. This is your opportunity to make corrections or add additional info.

Report Header

6.) Verify or enter required fields. (All fields marked by a red bar are required.)

• Select or verify the correct policy. (UO policy for employee travel, Guest Policy for non-employee or student travel.)

• Expense Report Name: Include Destination, Date of travel. If guest travel, use the guest name as part of the report name.

• Report/Travel Start Date – enter the date traveler departed

• Report/Travel End Date – Enter the date traveler returned

• Traveler Type – Select from the drop-down

• Trip Type – Select from the drop-down

• Does this trip include personal travel? Select from drop-down

• Personal dates of Travel- fill in

• Business purpose – Should be complete and thorough enough to demonstrate the benefit to the UO.

Provide Business Purpose for travel

Enough detail should be included so anyone unfamiliar with travelers department or program will be able to determine the benefit to the UO. Details should include who traveled, what they did, why they traveled, and any details deemed important to explain the circumstances. Spell out acronyms.

Travelers can provide documentation to explain the business purpose, e.g. email confirming appointment, conference or meeting agenda, grant abstract, etc. When documentation is not available, travelers should provide a daily log to document a business purpose for all days for which expenses are claimed. The log should include dates, name(s) of the organization(s) involved; names and positions of individuals visited/consulted; places, monuments, or institutions visited; or other descriptions as appropriate. A description of the activity should be specific and mention, for example, the research topic, paper title, etc., as appropriate.

1.) Inadequate Descriptions:

Attend Conference
Research Book
Meet with Colleagues
Site Visits
Give a lecture

2.) Adequate business purpose descriptions with additional notes to offer supporting details:

Attend and present at the Gatlinburg Conference on Research and Theory in Intellectual Disability. The conference is March 5-7 at Hotel Allegro in Chicago, IL. This is in support of xxx grant objectives. Two personal days at end of the trip. Comparison airfare quote attached shows business only price is more than actual air expense.

Field trip to the Mojave Desert to study vertebrate fossil sites. Research agenda, grant abstract attached.

In state mileage for fall term to attend events, board meetings and town hall meetings, meet with alumni, conduct student recruitment, and meet with marketing representatives and UO colleagues to discuss recruitment efforts. Specific trip details outlined in the attached mileage log.

7.) Click Next in the bottom right of the screen

Travel Allowances Pop-up will open

8.) Click Yes if Meal Per Diem or Lodging expenses will be included

Itinerary - Meal Per Diem and Lodging (Travel Allowance)

When you create your report, you will need to create an itinerary if you will be claiming lodging and/or meals. If you don't do this step when you create the report, you can add it later.

1.) Available itinerary

If an itinerary was built into the Request and the date has passed, it will show in your available itineraries. You may have to adjust the search in the drop-down if your travel was not recent. Click on the title of the itinerary to select it, then click Assign.

2.) Create New Itinerary

Click on Travel Allowance>New Itinerary.
Complete all required fields for the first stop. Enter the city/destination where your business will be conducted, not the connecting cities or airport. (e.g. Denver vs. Colorado Springs.)
This is the travel day. Concur will calculate per diem for this day at 75% of the allowance for the destination. You don't need to check any boxes for meal allowances to remove meals on the travel day.
Click Save.

3.) Complete all required fields for second stop

This should be the return travel day. If you have multiple stops, for example Eugene to Seattle for several days business, then on to Denver for additional business, then return to Eugene, then enter each leg of the itinerary. In this example, you would have 3 lines. This way, Concur can calculate the correct per diem for each city.
Click the "Save" button and then the "Next" button to view the meal per diem allowance table.

4.) Meals provided

If meals were provided, click in the box for that meal on the grid. Do not exclude any meals on travel days. Concur automatically calculates 75% of GSA for those days. In this example, lunch was provided each day.

5.) Hotel paid with One Card

If hotel was paid on One Card, Click on the correct item from Available Expenses, note that Concur will attempt to create the itemization based on the receipt. Testing thus far indicates that you will need to edit the itemization, It may be simpler to delete and create manually. Be sure that the Travel Allowance box is checked.

6.) Hotel paid with personal card

If hotel was paid with personal card, click on +New Expense, select hotel from available expenses.

7.) Create hotel expense

Select Hotel from the Expense Types on the right side of the screen. Complete the required fields, enter any info or comments that may be helpful to explain unusual circumstances.
Click the Itemizations tab. Enter Check in Date. Room Rate, Room tax. Any additional charges such as parking can be added in the Additional Charges section.

8.) Attach Receipt for lodging
9.) Import Lodge Card and One Card expenses

10.) Continue adding new expenses as needed

Complete required fields for each expense. Upload receipts.

11.) Add supporting documentation

The IRS says supporting documentation substantiates the business purpose of a trip and shows benefit to the individual and institution.

Attach by going to New Expense - expense type 08. Other> "Conference Info and Agenda" or "Other Supporting Documentation."

Complete required fields. Click Attach Receipt>Select receipt from your Available Receipts or from a location on your computer.

12.) Submit Report or Notify Employee

If you are entering the report as a delegate, click the orange Notify Employee button. If you are the traveler, click the Submit Report button.